SAM

Ornery-Turn-373

$SAM down another 10% this week. Unreal.

Senior_Professional4

What ticker will openai have? OPEN is obviously already taken and OPAI feels too on the nose. Maybe just SAM

rottenfence

Na I’m thinking it will be $SAM

hambone_83

>You said Biden's plan was to use it for the election. But then it was not used for the election. I don't understand this. But it was, Harris ran on a platform to continue the process to get it rescheduled and then even went a step further saying she would fully legalize it when it looked like she was going to lose. >Either Biden didn't actually have that power (and thus blame lies with the DEA) or he did have that power and just chose to not execute the plan you are saying he put into motion. This just does not make logical sense. HHS and the science was in favor of rescheduling. The comment period was overwhelmingly in favor of rescheduling. Then DEA sabotages it when the process had evidence it should be done. A DEA that Biden's administration is in charge of. I could understand if HHS doesn't recommend and the comment period was bad that the DEA drags their feet or whatever. But in a process that was looking good they purposefully got in the way. Biden doesn't have to step in and control the outcome but he sure as shit should have controlled that the DEA was unbiased and treated it fairly. Adding unnecessary steps, limiting advocacy witnesses, allowing SAM to put language in what goes onto the record. Biden definitely has power over the conduct of his agencies. >It's your opinion what you think was going on internally in Biden's administration. You are expressing an opinion on where the blame should belong. >When you express a political position in a public forum, you can expect others to chime in with their own opinion. Go ahead I'm not stopping you. Just pointing out that Biden has fault in the process not being finalized (either good or badend result) under his watch. Whether it was used for votes is right or wrong does not matter, what matters is it wasn't done and he and his administration have contributed to that.

volckerwasright

One of the SAM guys posted a picture with Bernie Moreno yesterday, the GOP lead on SAFER banking. Note the logo, Nelson Mullins. Seemed ominous until I looked at the Nelson Mullins account, now I believe the SAM guy staked out a digital currency conference just to get a picture in the hallway. https://x.com/LukeNiforatos/status/1983264231748186377 https://x.com/NelsonMullins/status/1978198141275893766

LiberalAspergers

Do you know what a MLRS is? The Chinese versions are the PHL 19 and the WS series. All of Taiwan is in range of theae from the mainland, and there arent enough SAM's in the world to stop a sustained MLRS barrage. Yes, the PLA artillery corps can destroy ever fab in Taiwan in 15 minutes or less. This isnt news, every war game study the military ahd done for decades has acknowledged this. If you dont know this, you really shouldnt get involved in conversations you have no knowledge base about. And the fabs in Arizona arent even in real production, and will take about 6 more years to reach full capacity, at which point they will represent about 4% of TSMC's full capacity. So yeah, the other 96% of their advamced chipmaking is irrlevant at that point. Smh.

Ceyenne18

F*K U SAM! choose something that is IN my port!!

Tiaan

AV and his "cannabis trading group" are really insufferable nowadays. It's so easy to tell when they're in "pump" vs "dump" mode. For example, now they're in "dump" mode, so all of his tweets are now about how nothing will happen until next year, how anyone who says otherwise is wrong, how MSOS is going back under $2.5 without any headlines, how it's impossible for us to break $6 without news (of course after he and his group sold all of their holdings at around $6 A few months ago they were in "pump" mode, and back then S3 was coming at any moment according to him, he even tweeted out "S3 is happening, I wont delete this tweet" which he now claims was a joke/parody of SAM. Yes yes we get it, AV and his expert weed trader group members like WolfofWeedStreet and Doug Kass are genius weed traders and the rest of us are just idiot retail. At this point I just ignore the nonsense coming from him

Jazzlike_Big5699

ASST was acquired by Strive Asset Management (SAM) through a reverse merger. ASST was a separate company and not a part of SAM until this reverse merger occurred. SAM is using ASST as a public shell + bitcoin treasury. You could imagine that SAM's value is not currently priced in, and won't be until the merger is executed successfully. This makes ASST extremely undervalued at this point in time.

sigizmundfreud

Market Cap is still tiny versus a projected 2035 $600B autonomy pool (McKinsey) and is even small versus Aurora’s near-term SAM. You don’t need monopoly outcomes for multi-bagger math; low-double-digit share over time can justify multiples of the current cap. See their IR deck: https://ir.aurora.tech/_assets/_aea05bc7e00b8acfa22bc54ae529f699/aurora/db/937/9974/pdf/Investor+Presentation+-+July+2025.pdf

Simplylegalize

Mconnell did multiple times. The republicans have a lot of blame obviously. But it is not 100%. And you are funny because you can’t blame any responsibility of the democrats. 1) Why did Joe Biden have 4 years to get rescheduling done? And not get it done? Why was Anne Milgram purposely delaying it until after the election? Why did she refuse to sign the order and why was she colluding with SAM? 2) Why did Merrick Garland say that they were to do something on marijuana and then wait over a year to start rescheduling? Why didn’t he sign a garland memo to protect marijuana companies? 3) Corey Booker was to “lay down” to block safe. He was quoted as saying it would have been easy to pass safe years ago if democrats wanted to. There was one year when Schumer took it out of a bill purposely that was passing early in the year. It was either 2022 or 2023. As I stated before Mconnell was to blame for basically all times safe was taken out bills but this time was Schumer’s fault. And they refused to back down on social equity stuff. Maybe rightfully so but they obviously didn’t care a ton about passing safe. You are an unserious person lol people who are so blinded by politics that they can’t admit the truth are funny to me. That is you.

Ornery-Turn-373

$SAM has been the perfect short 👌

GeoLogic23

Stop thinking about share price. Market cap is all that matters. Double check my quick math here: **SAM at $1200 is approximately equal to GTI at $60.** SAM at $1200 is about $13B market cap. GTI at $60 is about $13B market cap. GTI at $1200 is about $275B market cap. **GTI at $1200 would make them similar in value to Coca-Cola.**

LandStander420

It seems as if GTI is trying to mirror SAM, which is a very good thing. SAM was $1,200ish a share for quite a while. I would love to get $1200 a share for my GTI. Crazy? Impossible? Probably, but I can dream.

GeoLogic23

This is where it is extremely extremely important to understand market cap. GTI is around $7 a share. SAM is around $220 a share. However GTI and SAM are much more similar to each other when you actually look at market caps. GTI is around $1.7B market cap. SAM is around $2.4B market cap.

LandStander420

Amazing fundamental too. If someone said compare GTI to a company outside of this sector I’d say SAM. And they’re trading at $236 a share last check

KAI5ER

SAM is running on fumes. I don't see them existing in their current form for much longer.

Defiant_Regular3738

But SAM (Synthetic Adult Male) Altman (Alternative to Man) has the touch and will likely have it until he dies. If you bet on him on every venture and some fail you’ll still come out ahead. They will make this into something just because of the money and value to the AI and adjacent industries. The price is way too expensive. $4 for $12 calls last year seemed to high to me, but my logic isn’t the logic of the collective market. So far anyone going long term short since 2020 has gotten destroyed. There’s too many growth industries booming right now, money and credit seem abundant, financial products are “democratized” like never before, if only accessible. You have crypto currency which creates its own economy. And society and the market has shrugged off multiple cataclysmic events like it was nothing. Unless there’s systemic failures in some industries and people start starving in the West, or a major hot war between US/Nato and China breaks out, I just don’t see what event would cause a prolonged market collapse. In sentiment, by the data and indicators, in my gut and in my nutsack I feel this is all a big fucking disaster waiting to happen, but I’ve been proven wrong for going on six years low. And to make it better the premiums to go long and short on stocks like this are fucking outrageous and premium alone will bleed you dry. Don’t short these stocks. If you think it’s that ready to fail just step aside and preserve your money. Maybe buy boring low PE dividend stocks and just hang out until this doomsday event happens, but don’t give your money to these assholes.

MasterElite1

>SAM ALTMAN SAYS OPENAI WILL ALLOW EROTICA FOR ADULT USERS - AXIOS Why watch real free porn when you can watch fake free porn

PatientBaker7172

SAM ALTMAN SAYS OPENAI WILL ALLOW EROTICA FOR ADULT USERS. I am seeing 69 everywhere

Swimming-Tutor2729

Congratulations… KNOW PAY YOUR TAXES UNCLE SAM IS KNOCKING BETTER SURE HOPE THE BRACKETS IS SMALL

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Opens in 3 minutes.. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

Ornery-Turn-373

$SAM gone down every day for 5 years straight….

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Opens in 3 minutes.. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

heliumbox

Pretty sure you have a whole lot confused here. Its been a while but I'm pretty sure the lawyer was on the pro side and wanted a stay in the case because he had another case going on (which I believe was about the DEA taking sides?) and the judge told him he could but there was a solid chance it'd delay the process and he might not be the presiding judge any longer and then all of the shit came out about how the DEA was working with SAM. Anyways, I think Trump is a moron, don't lump me in with that shit.

peterpeer9

# BREAKING NEWS: NEW SAM ALTMAN INTERVIEW: "A DAY IN THE LIFE" > I wake up in the morning at 5AM thanks to my Apple watch (AAPL:+7%) and then I'm out the door (HD:+18%). My assistant brings my coffee (SBUX:+12%) and then I do deep work for 2-3 hours writing code (MSFT:+4%). During my lunch I usually have something cultural catered to office (CMG:+23%) and browse the paper (NYT:+5%), I like keeping up with what's going on in the world. Later I work more and head home (TSLA:+17%)

CardiologistEqual336

SAM

Ian123000321

[https://dataroma.com/m/holdings.php?m=SAM](https://dataroma.com/m/holdings.php?m=SAM)

FastFwdFrank

Stole this from someone on X. Not exactly what you’re looking for but it is extremely thorough: “You are an equity research analyst. Produce a rigorous, source-backed investment memo on {Company} [{Ticker}] with a clear Buy, Hold, or Sell call. Rules for research and writing 1) Use only verifiable, recent sources. Prioritize official filings, earnings materials, investor presentations, regulatory documents, reputable industry data, and high quality media. Cite every non-obvious fact with a link and date. 2) Separate facts from interpretation. Tag each paragraph as Fact, Analysis, or Inference. 3) Use precise dates. Avoid vague time references. 4) Quantify claims. Show math for derived metrics. Use tables where helpful. 5) Note uncertainty. Call out missing data and state assumptions. Deliverables A) Executive summary (8 to 12 bullets): snapshot, thesis, rating, price targets and time frames, key drivers, key risks, near-term catalysts, and what would change the call. B) Full memo with sections 1 through 15 below. C) Appendix: source list with links and dates, data tables, and a simple operating model. 1) Thesis framing (purpose: define what must be true to create value) - State the core investment question in one sentence. - List 3 to 5 thesis pillars that would make the stock attractive. - List disconfirming evidence to test that could break the thesis. 2) Market structure and size (purpose: size the prize and trajectory) - Quantify TAM, SAM, SOM. Segment by product line, customer size, industry, and geography. - Identify growth drivers: regulation, replacement cycles, macro activity, technology adoption. - Estimate current penetration and runway. Compare against peer adoption curves. 3) Customer segments and jobs to be done (purpose: map who buys and why) - Describe mix by size band and industry. Identify buyer roles and budget owners. - Detail core workflows and pain points. Explain mission criticality. - Assess switching costs and vendor lock-in by segment. 4) Product and roadmap (purpose: evaluate product-market fit and durability) - Summarize core modules and adjacent products. Call out differentiators. - Compare depth vs breadth versus best point solutions. - Explain implementation time, integrations, configurability, and typical time to value. - Provide quality and reliability signals: uptime, incident history, mobile performance. - Roadmap credibility: stated milestones versus delivery track record. 5) Competitive landscape (purpose: position the company) - Identify direct and indirect competitors by segment and size. - Compare pricing, packaging, and feature gaps. Include switching friction and contract terms. - Summarize win or loss reasons from reviews, case studies, and disclosed data. 6) Go-to-market and distribution (purpose: test scalability of new-logo engine) - Break down demand sources: inbound, outbound, partner referrals, marketplaces. - Sales productivity: ramp, quota attainment, conversion rates where disclosed or inferred. - Role of channels and partnerships: integrations, OEMs, platforms. - Services and customer success model. Training and community as moat. 7) Retention and expansion (purpose: quantify durability of revenue) - Report gross and net dollar retention by cohort and segment if disclosed or estimable. - Explain logo churn drivers and timing. Provide a churn curve if possible. - Identify expansion vectors: seat growth, module attach, usage-based add-ons. - Discuss contract length, renewal mechanics, and price increase policies. - Include reference-call insights or credible review synthesis. 8) Monetization and embedded finance if applicable (purpose: understand usage economics) - Revenue streams and pricing model. For payments or fintech: share of customers active, GTV penetration, take rate by tender type, blended margin, cost stack, fraud exposure, and who holds credit risk. - Revenue recognition: gross vs net. Seasonality and cyclicality. - ARPU uplift from usage products. Payback on onboarding. 9) Unit economics and efficiency (purpose: test scalability with profitable growth) - CAC, payback period, magic number, LTV to CAC by segment if available or estimable. - Contribution margin by line: software vs usage vs services. - Cohort profitability and cash contribution over time. - Implementation and support cost over customer lifetime. 10) Financial profile (purpose: link operations to financial outcomes) - Revenue mix and growth by component. Gross margin by line. Operating leverage path. - Rule of 40 and efficiency trends. GAAP to cash flow bridge. - Leading indicators: billings, RPO, backlog. - SBC, dilution, and share count trajectory. - Liquidity, working capital needs, and path to FCF breakeven and target margin. 11) Moat and data advantage (purpose: assess defensibility) - Workflow depth and data lock-in. Network or ecosystem effects if present. - AI or analytics differentiation with measurable outcomes. - Integration footprint and practical switching costs. 12) Execution quality and organization (purpose: evaluate management and operating cadence) - Leadership track record and stability. Org design and succession. - Engineering velocity: release cadence, defect and incident rates where available. - Customer sentiment: CSAT, NPS, peer review sites, and community signals. 13) Risk inventory and mitigants (purpose: make downside explicit) - Macro, regulatory, competitive, operational, and concentration risks. - Payments, credit, or compliance risks if relevant. - Implementation complexity and time-to-value risks. - For each risk, propose leading indicators and mitigations. 14) Valuation framework (purpose: value with cross-checks) - Public comps table: growth, gross margin, operating margin, Rule of 40, EV to revenue, EV to gross profit. Normalize for any usage or payments reporting differences. - DCF with explicit drivers and sensitivity bands. - Cross-checks: cohort NPV math, S-curve adoption, unit economics to enterprise value sanity checks. 15) Scenarios, catalysts, and monitoring plan (purpose: set expectations and triggers) - 12 to 24 month bear, base, bull cases. Specify NRR, new logos, pricing or take rate, margins, SBC, and share count. Assign probabilities that sum to 100 percent. - Near-term catalysts: product launches, pricing changes, partnerships, market entries, M&A, regulatory outcomes. - Early warning indicators: churn spikes in small cohorts, backlog slippage, uptime incidents, pricing pushback. - What would change my mind: three positive and three negative triggers. Output format - Executive summary - Rating with price targets and time frames - Investment thesis and variant perception - Detailed sections 1 through 15 - Tables and charts embedded - Source list with links and dates - Appendix with model assumptions and calculations Quality bar - No generic claims. Back important statements with numbers and citations. - Label any speculation as Inference. - Be concise and structured. Prefer bullets and tables.

IllCamel5907

>where is SAM Hopefully, in the depths of hell where he belongs.

No_Love_Gained

Btw where is SAM on all this? Does anyone follow him on twitter/X ?

Ornery-Turn-373

Drink SAM ADAMS $SAM

Ornery-Turn-373

SAM Adams Octoberfest $SAM

71651483153138ta

It's not just the 5B$ but also the implication that nvidia wants to keep intel alive. People keep focusing on intel's fabs but nvidia's reasoning might also have to do with getting control over both CPU(x86-64) and GPU design so they can do the same as AMD with their SAM technology.

KAI5ER

OOF This guy is not a fan of cannabis. [https://www.heritage.org/health-care-reform/commentary/rescheduling-cannabis-downwards-would-be-huge-mistake](https://www.heritage.org/health-care-reform/commentary/rescheduling-cannabis-downwards-would-be-huge-mistake) its very interesting that Ive heard SAM use some of these terms verbatim. "The cannabis sold today is [far more powerful](https://www.congress.gov/116/meeting/house/110381/witnesses/HHRG-116-IF14-Wstate-VolkowN-20200115.pdf) than the version smoked at Woodstock."

sadandconfused32

GOOGLE STRIKES BACK LOOKS LIKE DEMIS HASABIS IS COOKING SAM ALTMAN. #1 on the app store

hambone_83

You guys do you but lots of things happening in cannabis * Congressional committee setup to discuss illegal Chinese MJ operations * Administration to issues warnings for MJ use in children * DOJ cleaning out a bunch of pending MJ/hemp rules but leaving rescheduling alone * House committee approved spending bill that tries to block rescheduling that used SAM language in it. (Which will die in the Senate) Not saying this means S3 is a sure thing but sure looks like some pieces are being aligned for something more significant. Everyone in here focusing on one statement of a "few weeks" instead of watching what's going on. I'm personally not adding money on the above news but I'm also not selling because they are a pubic hair over the timeline of what "a few weeks" means

infinite_cura

I am here to troll nor scare ppl off. It has been real pain since the moment Biden declared this plan to reschedule. There has always been some unexpected delays or procedural hiccups. Does GOP or DJT really want the reform? Even after DJT calls for S3, would bureaucratic procedures and other challenges from SAM be shortened? I don't think this is going to be a short trip to final S3 and, even more, just because they get S3 and save taxes, it's not retroactive. they still owe past taxes and even with S3, many are and will struggle. If no S3? Many will die.

NoPattern4880

SAM'S analysis Based on the Charts as they are. Excellent trade Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/0dajm4rb19of1.png?width=636&format=png&auto=webp&s=e8df1191556956b62e132bd73acf62f8ded27b92 Ask SAM!

NoPattern4880

SAM'S analysis Based on the Charts as they are. Great Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/3qnqgkw319of1.png?width=637&format=png&auto=webp&s=0e56b9cfa0d9bd45ec0faba526f9751a8ee484a8

NoPattern4880

SAM'S A.I powered analysis Based on the Charts as they are good Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/zglghsey09of1.png?width=635&format=png&auto=webp&s=0b8ac00b9c930536fbbe27f2226ee921dccb8ada

NoPattern4880

SAM'S analysis Based on the Charts as they are good Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/t5hcgrym09of1.png?width=634&format=png&auto=webp&s=a3c7af87c36956f75f66f1109833bce3b47536a7 ASK SAM

NoPattern4880

SAM'S analysis Based on the Charts as they are good Ideas! #STOPTRADINGINTHEDARK https://preview.redd.it/nhd7rajd09of1.png?width=637&format=png&auto=webp&s=cd893a5f16273c0a93a1b3644964dfe7933c97f5

Ok-Replacement9595

They will lose reaganite boomers and evangelicals who bought Nixon Era drug propaganda whole heartedly. We laugh at SAM here all the time here, but that shit has an audience. Politically they have been/are still playing the hard on crime/drugs card so long they can't do anything else. Politicians, especially on the right have no other answer anymore than to scare their voters about crime drugs and minorities, and then say they answer it by funding police, harsher sentences, over-policing. I bet what they are actually doing behind closed doors is workshopping messaging yo get around this fact. That is what is taking so long.

NoPattern4880

https://preview.redd.it/m9q0q9kw1xmf1.png?width=3840&format=png&auto=webp&s=8bb9e4be3d55ac23e3b0053c6efcb1fad186fb5c Ask SAM

NoPattern4880

This is from SAM just Ask SAM https://preview.redd.it/dl9p6qap0xmf1.png?width=3840&format=png&auto=webp&s=2cd54d3e4f672aca6dc8a40acace0840cbbd69d7 Just Ask SAM

Ornery-Turn-373

I drank a Sam Adams this weekend… $SAM

NoPattern4880

“Pros have teams. You have SAM, your Stock Analyst Master Station” “This isn’t another app; it’s an AI research team. Research Terminal for fundamentals, Options Analyzer for catalyst-driven plays, Social Intelligence for sentiment, and brokerage integration to move from insight to execution. I use ‘Super Blast’ each morning to synthesize a unified plan. Fewer clicks, faster decisions, better discipline.” “If you want institutional-grade workflow without the overhead, call me SAM https://preview.redd.it/rbcwxhfmfpmf1.png?width=4080&format=png&auto=webp&s=17655fe9e47af4e95b30093505638f397a1fe575 Check out the profile for daily morning plays to see the power of SAM A.I analysis for a limited time only get in for 4.99 a month offers in only good for the next 30 days, Don't miss out.

UsedState7381

It was 25 GOP members last year. SAM's influence in waning, but good on you for keeping an eye on it.

volckerwasright

SAM released their “2025 Petition to stop rescheduling” yesterday, signed by 9 Republican Representatives. For comparison, the 2024 edition received signatures from 16 GOP Representatives and 9 GOP Senators. I suspect a Trulieve stakeholder running the RNC is making things a little less comfortable.

mayorolivia

This isn’t a secret. Meta, Microsoft, Amazon, and Google are biggest spenders. All 4 are building custom workloads but that spend is a drop in the bucket compared to what they’re paying Nvidia. It’s not Tesla, xAI, the neoclouds, etc. They don’t have the same money as the 4 hyperscalers. Next big spenders will be Open AI/Oracle via StarGate, sovereign, and China if it comes online (Jensen says their SAM is $50b in China). Also, Nvidia tries to commoditize their GPUs by giving access to neoclouds. Idea is to grow the CUDA ecosystem to stimulate more demand down the line. All this to stay, Nvidia has plenty of demand so concentration isn’t a huge risk. Eventually ASICs may eat away at them but Broadcom’s CEO said it takes about 2 years from planning to shipping custom silicon (and you still need the software). Nvidia can ship you GPUs tomorrow accessible via the world’s largest AI software platform.

IllCamel5907

Not surprising. SAM will continue thier self serving crusade against cannabis no matter what legal status it is. If they really cared about public health, they would be crusading to get tobacco put on the list of scheduled drugs. Out of any drug, it certainly meets the schedule 1 criteria of "high potential for abuse with no medicinal value"

RealEstateWindsor

Just replied to pop2012 about it. It's sus that they deleted it so quick. SAM has inside people, so there very well may be substance to it.

RealEstateWindsor

I think the change in signalling/wording from SAM is moving us higher. Who knows though could be wrong. https://x.com/learnaboutsam/status/1960388385031201115

Swearwolfofwallst

I was looking at this yesterday: Between AnhBush, Molson/Coors, Stellantiz and Sam Adams, Stellantiz seems like the most vulnerable; lots of imports (tarrifs), not much local production (no tax breaks), while the others at least have domestic presence/brand/production. That said: 1 year/5 year lookback: STZ: -31%/-10% SAM: -30%/-74%(!) ANH: +4%/+8% Molson/coors: -2%/+40% WTF was going on with SAM prior to pandemic, shit was priced like google. Looks like the meat stripped from the bone mostly in last 5 years, why I'm thinking of STZ short. ANH probably big enough to pivot into Non-alcoholic or even sparkling water, etc. like Coke or something. Anyone else got a different take out of these, or a better alcohol stock to short?

Study_Queasy

Well the idea was to hold cash in some form. Forget I said bonds. Say that I hold 50% in cash, and 50% in a broad market fund. I rebalance each year so that after each year, the ratio remains 50:50 at the time it was rebalanced. This gives you the so called "dry powder" to plough into the market when it tanks maybe in the form of a dca but let's keep it simple. Rebalance each year so that it is 50% cash, and 50% in a broad market fund. I realize that tax is a huge deal here. 10% of the gain (long term) goes to uncle SAM. For simplicity, we can ignore it and assume it is completely tax free after one year. So how would it perform as against going all in?

Old-Cantaloupe-1711

when SAM ALTMAN did not sell to MUSK HE DID right thing for AMERICA but WRONG THING for stock market Does this make SAM ALTMAN A 🐻🐻🐻🐻

Old-Outside6894

Just watch videos of “stoners”. Fuels SAM. Idiotic if you want reform and an ideology hates you.

manualCAD

I like how SAM uses the smell as a talking point when I'd bet 90% of cannabis users would be perfectly fine with regulating public use of cannabis in the same exact way we regulate cigarettes.

Pink_Squadron_Medic

Let me be clear FUCK YOU SAM

Old-Cantaloupe-1711

Could you imagine if SAM ALTMAN was found in bed with the aiyptaollahs WIFE NUCLEAR BOMBS WILL FLY I once was married to a tech EXECUTIVE (thank you **** for the 8k/mon alimony) HE was sleeping with an Egyptian princess Then got AXED and now even GOOGL won't hire him

manualCAD

Hilarious that SAM crushed their social media engagement by constantly blocking everyone that doesn't drink the prohibitionist Koolaid. No one sees their posts.

VisualAmbition2994

I'm a SAM man myself. Just noticing the patterns. The Covid bump won't last forever and big weed will push through this isn't a question. As we move forward through time it'll just be weed/cigs. I like Phillip Morris also. There will be no replacement on cigarette but to think weed won't make it through when it's legal in like 30 states is ridiculous. Stock market wise I'm not sure I'm cigs and booze. But in totality it'll be a few more years and federally it'll be decrim. With chevron gone too it's nothing to do.

ImakeBADinvestmentsx

SAM ALTMAN WANTING TO BUY $GOOGL $GOOG CHROME IN THE FORCED SALE - VERGE fuuuuuk him. No way!!

KAI5ER

SAM and Kevin.

GeoLogic23

While i very much disagree on most of SAM's talking points. And i disagree on the level of impact. I do agree that S3 would give tax breaks to cartel connected cannabis companies. People keep acting like if a company was cartel connected they'd be completely off the books and growing cannabis secretly. But that's not how modern international crime works. They would simply have financial stakes in cannabis companies, which are obscured by using shell companies and stuff. It's not much different from how Curaleaf and several other companies were funded early on by Russian oligarchs, but we didn't find that out for years until a journalist discovered it. But it's not a good argument from SAM. It's similar to how the GOP wants to get rid of SNAP because of a tiny amount of fraud. You shouldn't harm 99% innocent people simply because you don't want 1% of non-innocent people benefiting.

manualCAD

S.A.M. still trying to get Tyson to "debate". SAM should go interview a young adult / teen who has alleviated their seizures with cannabis and see how much of a debate there will be about the benefits of cannabis. https://x.com/learnaboutsam/status/1956331548187226420?t=PFEfnDvGxj34gxF9ubDCAA&s=19

noobstockinvestor

He uses SAM talking points

GeoLogic23

You initially replied that it was disgusting for SAM to even propose a debate. I don't think it's disgusting or not disgusting. Just attention seeking. I already said it didn't matter. I was just expressing my opinion (anti-Tyson) just as you were expressing your opinion (pro-Tyson).

GeoLogic23

I'm just pointing out it's hard to defend him as a 5th grade educated person with brain damage, while he's simultaneously the CEO of a company. If he can run a company he can debate a SAM nerd. If he can't run a company then he shouldn't have made himself the CEO. Not that it matters. SAM is just looking for attention. But I'm not a fan of people defending Mike Tyson just because he hasn't had a scandal in a while and does a bunch of drugs. He started his company in partnership with Andy DeFrancesco, and other people known as scammers. I'm not a fan.

IllCamel5907

SAM will continue their crusade regardless of what happens. As long as they can keep getting their "funding" (wherever that comes from)

Wan4trulove

Technically Trump is not issuing final ruling , he may direct DOJ to complete the process and then DOJ may issue final ruling after deeming the hearings are no longer needed as there is no ALJ judge and there is HHS and OLC backing as well as international treaty compliance. If you ask me Biden was a through and through Anti-Drug candidate his political career , After HHS recommendation and comment period , he could have asked DOJ to complete the process without hearing. But the moment he is out of the race, he simply let prohibitionists like SAM collude with DEA to stall the process.

Wan4trulove

True!! and it matches Trump style of doing things, DOJ issuing final ruling instead of hearings but after being burnt so many times , I was a bit skeptical . Hope we are right about it. Appointing new ALJ and continue hearings come with its own set of problems as there is a solid case of DEA colluding with SAM , so going down that path is murky to say the least.

Old-Outside6894

Biden did it for votes. I bet he knew Milgram and company would hold it back behind the scenes. I bet they were discussions. Like the ones with SAM.

UsedState7381

SAM and Weldon Angelos are truly the best sources we got, it seems.

UsedState7381

I third it, VFF fighting for schedule 3 against the prohibitionists and SAM is literally the only reason why we still got any shot at this today.

volckerwasright

Now lets see if SAM can get a Congresscritter on the record opposing rescheduling within the next 72 hours

manualCAD

Reminder that S.A.M. is posting on social media like a mf today. They're scared! Have they ever said what their SMART approach is? SAM is now saying Big Pharma and Big Alcohol benefit from rescheduling. If that's true, would the SMART approach be to remove cannabis from the CSA entirely and regulate it like alcohol and nicotine? Maybe... https://x.com/KevinSabet/status/1955021329847005569?t=WkYbZDBtAhI1jzl_74IQdA&s=19

Aliman581

Actually it's UNCLE SAM: ChaChing!!!!!

Many_Easy

Nice try. I’m not a fan of SAM or Sabet either. I heavily invested in cannabis and believe in this industry longer term post current administration which has done little or nothing to date regarding cannabis reforms. When that changes, I’ll comment honestly on that as well.

Weary_Ad162

You’re closer to SAM than a cannabis bull

UsedState7381

And by extension: Fuck Kevin Sabet and fuck SAM! Because we all know the reason why those fuckers receives millions in donations to keep the crusade against the plant.

904Funk

p.s. buy some SAM leaps for December $230 strike, thank me later.

manualCAD

With SAM being this loud and active on social media, it is now obvious something is happening behind the scenes. SAM is more politically connected than any CEO or "lobbyist", and they're out in full force right now. Even the non-kevin sabet employees of SAM are posting... It's no longer just rumors.

ApostleThirteen

Well, the Administrative Law Judge allowed them, and they (and HfV) survived criticizing DEA's criminal behavior in the matter, including colluding with the evil SAM.

livefromheaven

And the alternative is keeping it a schedule 1 narcotic? Weak ass argument from SAM

jorge1145

SAM 🔥🍺

calculatingbets

I also wondered, this is what the almighty GPT says: # 🧠 1. TAM – Total Addressable Market **Global wound care market**: * Estimated at **$23B+** in 2024 and projected to grow to **$30B+** by 2030. * Covers all types: **burns, diabetic foot ulcers (DFU), pressure ulcers, surgical wounds**, etc. * Of that, **AI-based wound assessment and imaging** is a **fast-growing subsegment**. 📌 **TAM for Spectral AI**: 👉 **$2B–3B** (focused on **AI-driven diagnostics** for burns and DFUs globally) # 🎯 2. SAM – Serviceable Available Market This narrows down to: * **Burn and DFU diagnostics**, not wound dressings or general wound care. * Markets with clinical infrastructure or funding (e.g., U.S., Europe, military/defense). Spectral AI’s own investor materials indicate a **$1.7B SAM** opportunity: * \~$600M in burn triage (civilian + military) * \~$1.1B in DFU diagnostics 📌 **SAM for Spectral AI**: 👉 **$1.7B–2B**, across U.S., military, EU, and select allied health systems # 🧩 3. SOM – Serviceable Obtainable Market **If Spectral AI captures just:** * 5–10% of its SAM in 3–5 years = **$85M–$170M/year** * Possible upside from U.S. military contracts, BARDA (already awarded), and potential foreign defense agencies 📌 **SOM (conservative projection)**: 👉 **$85M–$170M annual revenue potential** within 5 years

Temporary_Fox_7688

# Unusual OI positioning in $SAM — low float, post-earnings pin, and a potential gamma coil setup? I’ve been tracking $SAM (Boston Beer Co), and I think there’s something going on and need confirmation. # Ticker infor: * **Float**: \~8.8M shares * **Avg volume**: \~400–500K * **IV rank**: currently depressed post-earnings * **Earnings**: Beat recently — price spiked, then got pinned and faded hard # What's unusual: 1. **Call OI** for Aug and Sept is **heavily stacked above $200**, especially: * Aug 210C, 220C, 230C * Sept 220C and 230C * These represent >2600 contracts, or \~260K shares — **\~3% of float** 2. **Call gamma peaks sharply around 220–230** 3. **Price is coiling under those levels** — 9EMA and 20EMA reclaimed, but 50SMA remains resistance 4. Looking like **dealer short gamma hedging behavior**: price moves up → gets capped and sold into # Here's my interpretation: * Institutions loaded calls in size * Dealers are short those calls → capping price * If price breaks through 220, delta flips → dealers become buyers → gamma squeeze potential in a thin float name * Until then, price stays pinned and bleeds premium # Wondering if anyone else agrees or thinks I’m overfitting.

Old-Outside6894

I think you have a good understanding of this company and what challenges and opportunities they have. I like the low share count and short position. That said, I don’t think S3 happens quickly and I can see a 10% pullback from here easy and maybe a retest if SAM wins more headlines. This is short term noise I know. I’m going to do some more research tomorrow. If I am going to go for it, I will buy in stages on no news. I could see an mso taking them over also. Best wishes. If it wasn’t for my already extremely risky MRMD investment, I’d be more aggressive with this.

noobstockinvestor

Its all about risk vs reward for me, not so much if the rumors are real/fake. Scenario 1) Bleed continues > We have plenty of time to exit positions at small losses. Scenario 2) Trump announces schedule 3 > 50-100% return within a few days. Scenario 3) Cole blocks schedule 3 > Stocks dumps back to ATLs \~30% haircut. Probability of 3 is low, he has the power to delay but not entirely refuse the HHS. Probability of 1 is highest and if that's the case I can exit at small losses. Probability of 2 is the highest its been with the recent surge in noise from SMG/VFF CEO, white house meetings, trump advisors, weldon, mike tyson, SAM, trump pro-rescheduling video being released etc. I'm willing to take minimal losses here for the upside that comes with schedule 3.

volckerwasright

Closing out my short leg today thank you SAM for the heads up 🙏

MidWestFineese

The noise is building. Just as stated, large social media accounts continue posting about rescheduling/reform. Accounts with millions of followers tweeted again today. If you can't read between the lines, stay on the sideline. SAM randomly posted this today: https://x.com/learnaboutsam/status/1950951146471686627?t=a9Zbh-SDNSp_TsasMVqQjQ&s=19. Interesting time for this post.

Aggravating_Law_1335

i was about to say, SAM is just spreading propaganda lies and deception

vsMyself

looks like cresco didn't care about the SAM news afterall.

IllCamel5907

Nobody outide of SAM really knows where their funding actually comes from. Their website says it comes from "small donors" and "family foundations". It's shady as fuck.

Cool_Ad_5101

SAM is bought and paid for

Own_Fold_5212

Oh SAM 😂🤣 ““America faces a choice, and China is watching. Chinese drug cartels are already embedded in America’s marijuana trade, profiting while our biggest adversary destabilizes our communities. If activists get their way and reschedule marijuana, it hands China an advantage and harms American public health. Rescheduling marijuana would actually give cartels a tax break. President Trump, don’t reschedule marijuana. It’s not just domestic policy, it’s national security.”